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Should it Stay or Should it Go?

February 01, 2022

As with relationships, so it is with document retention: if it goes it will be trouble, and if it stays it could be double. Never be bugged by indecision again with this practice note, which provides a “Clash” course on effective ways of managing records retention requirements.

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  • Records Retention Manual (Insurance Company and Affiliates)
    Use this annotated template, with drafting notes, for an insurance organization to memorialize its records retention program and provide an employee reference for conduct and compliance. Includes key terms, retention schedules, management guidelines, storage procedures, and destruction policies.


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